Chaim Advisors
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
650 S Gaines St Apt 204, Portland, Orego...Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Chaim Advisors
Chaim Investment Advisors is a fee-only financial planning firm founded in 2014, dedicated to providing low-cost investment advice and financial planning services to businesses and families across Oregon. Led by Portfolio Manager Victor Schramm, the firm emphasizes a fiduciary standard, ensuring that clients' best interests are prioritized without the influence of commissions or sales of financial products. Their services range from investment advice and portfolio management to retirement plans and socially responsible investing. The firm caters to a diverse clientele, offering tailored solutions from simple investment setups to complex legacy wealth management.Explore more
Popular SearchesChaim AdvisorsSIC Code 62,628NAICS Code 52,523Show more
Chaim Advisors Org Chart
PL
Investment Advisor & Representative
CS
Financial Planner
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Chaim Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Chaim Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chaim Advisors.
Chaim Advisors Tech Stack
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Chaim Investment Advisors is a fee-only financial planning firm founded in 2014, dedicated to providing low-cost investment advice and financial planning services to businesses and families across Oregon. Led by Portfolio Manager Victor Schramm, the firm emphasizes a fiduciary standard, ensuring that clients' best interests are prioritized without... Read More
